882 Results for

Client Associate Jobs in Sugar Land, TX

Jobs

New!

Houston, TXToday

Remote

$145,000–$160,000 Per Year

p>The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts.

By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue.

New!

Houston, TX4 days ago

$130,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Work with senior attorneys to manage aspects of litigation, including taking and defending depositions, attending court conferences, reviewing pleadings and preparing for and going to trial.

New!

Piney Point, TX4 days ago

$110,000–$175,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. When you have a legal problem and want advice, you want to know you have a team that can take you to a final resolution whether that is negotiating pre-trial settlement, trying your case or defending your judgment on appeal.

New!

Houston, TX4 days ago

Remote

$115,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team values collaboration, autonomy, and high-quality advocacy, and we offer a supportive environment where attorneys can thrive—whether working remotely or alongside colleagues in one of our regional offices.

New!

Houston, TX4 days ago

$120,000–$150,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Houston, TX4 days ago

Remote

$115,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team values collaboration, autonomy, and high-quality advocacy, and we offer a supportive environment where attorneys can thrive—whether working remotely or alongside colleagues in one of our regional offices.

New!

Houston, TX4 days ago

$55,000–$65,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

New!

Houston, TX1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.

New!

Houston, TXToday

$112,000–$150,000 Per Year

p>A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

New!

Houston, TX1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

New!

Houston, TX1 day ago

p style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

Be aggressive, but tactful, in communicating/discussing/resolving accounting related problems with team, striving to correct problems in a timely manner.

New!
Houston, TX1 day ago
p>To support continued growth, our client is seeking high-caliber primary care physicians and clinical leaders who are motivated by purpose, professional development, and the opportunity to make a meaningful impact in the lives of patients and communities.
Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.

Sugar Land, TX30+ days ago
Visit ubs.com/careers.
You are: • an excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite.

Houston, TX15 days ago
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Houston, TX15 days ago
Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Houston, TX30+ days ago
p>Has experience working with clients quickly fulfilling their needs delivering complex solutions and providing an excellent client experienceIs comfortable operating in a fast-paced environment with changing and evolving responsibilitiesIs detail orientedDemonstrates a commitment to continuous learning and professional growthExhibits sound judgment and discretion when handling sensitive informationStrong computer application skills including proficiency with Microsoft Word Excel PowerPoint and SalesforceDemonstrates professional verbal and written communication skills.
Identifies deepens and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset.

Houston, TX30+ days ago
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Houston, Texas8 days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Houston, Texas22 days ago
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Houston, TX30+ days ago
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Houston, TX30+ days ago
Full-time
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

New!
Houston, TX2 days ago
li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Pasadena, Texas23 days ago
In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

Houston, TX30+ days ago
$65,000–$85,000 Per Year
This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager and in close proximity to the CEO to manage and grow the partnerships that fund real access for our students. Event Coordination: Support the end-to-end planning and execution of in-person events inside corporate offices and at trade shows across multiple cities.

Houston, Texas24 days ago
The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview:
At Gallagher, we’re looking for someone who thrives in a collaborative and service-driven environment.

Houston, TX30+ days ago
p>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Sugar Land, TX30+ days ago
Full-time
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Katy, Texas17 days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Houston, TX21 days ago
However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Houston, TX23 days ago
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

Houston, Texas28 days ago
Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.  .

Houston, TX15 days ago
However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Houston, TX30+ days ago
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

Houston, TX30+ days ago
Visit ubs.com/careers. We also provide diversified asset management solutions and focused investment banking capabilities.

Pasadena, Texas30+ days ago
This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Houston, Texas28 days ago
The Role:
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.

Houston, TX30+ days ago
p>Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts, and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of technology.

Houston, TX7 days ago
p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Houston, TX30+ days ago
Full-time
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Houston, TX30+ days ago
Full-time
Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Houston, TX30+ days ago
p>The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

Houston, TX20 days ago
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Houston, TX30+ days ago
Reporting to the Client Operations Manager, the Senior Client Operations Associate is responsible for owning key client service workflows, supporting operational execution, and providing day-to-day guidance to junior team members and interns. Workflow & Process ImprovementSupport the design, implementation, and refinement of operational workflows related to onboarding, service paperwork, and client experience.

Houston, TX30+ days ago
Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement.
The requirements below represent the advanced knowledge, skills, and abilities necessary to perform effectively:
Demonstrate strong knowledge of regulatory and compliance requirements for deposit accounts and credit facilities, with the ability to independently interpret and apply guidance.

Houston, TX30+ days ago
Basic Qualifications: • Bachelors degree in Accounting or equivalent field • 4+ years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience • Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications: • Masters Degree in Taxation or relevant field • CPA (Certified Public Accountant), or parts passed towards completion, or IRS (Internal Revenue Service) Enrolled Agent Certification • Experience using ProSystems FX, CCH Engagement, XCM or similar tax software EisnerAmper is proud to be a merit-based employer. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

Houston, Texas15 days ago
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Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
Principal Associate, Process Manager - Client Engagement & Issue Resolution
As a Process Manager (Principal Associate) at Capital One, you will be part of a smart, talented team responsible for creating and enhancing processes that deliver excellence to your customer each time.

Houston, TX16 days ago
$60,000–$81,320 Per Year
p>What you will do:
Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

TX25 days ago
$62,770–$118,990 Per Year
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

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Client Associate Jobs in Sugar Land, TX

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Client Associate Jobs in Sugar Land, TX

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Associate Medical Director | Houston, TX | Making over $350,000 Optigy

Registered Client Associate UBS Group AG

Registered Private Wealth Client Associate Bank of America Corp

Registered Wealth Management Client Associate Bank of America Corp

Registered Wealth Management Client Associate - Houston Market Bank of America Corp

J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase & Co

Client Service Associate PNC Bank

Registered Client Service Associate Morgan Stanley

Registered Client Service Associate (Houston, TX) Raymond James Financial Inc

J.P. Morgan Advisors - Senior Client Associate - Houston, TX JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX JPMorgan Chase & Co

Client Associate - Commercial Lines IMA Financial Group

Corporate Client Associate Dream Opportunity

Client Associate Gallagher

Brokerage Registered Client Service Associate - Houston, Texas Truist Financial Corp

J.P. Morgan Wealth Management - Private Client Investment Associate -Sugarland, TX JPMorgan Chase Bank, N.A.

Client Experience Associate - Spring Green PNC Bank

Work Experience.

Wealth Management Client Associate- Houston Market Bank of America Corp

Private Wealth Client Associate Bank of America Corp

Client Associate Rockefeller Capital Management

Wealth Management Client Associate Bank of America Corp

Wealth Management Client Associate - Houston Market Bank of America Corp

Client Associate UBS Group AG

Wealth Management Client Associate (FP) Bank of America

Senior Tax Associate – Private Client Services Andersen

Senior Tax Associate - Private Client Services Andersen Tax LLC

Client Service Associate The PNC Financial Services Group Inc

Latin America Private Bank- Client Service Associate (Spanish Speaking) JPMorgan Chase Bank, N.A.

U.S. Private Bank - Client Service Associate JPMorgan Chase Bank, N.A.

Client Service Associate BOK Financial Corp

Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & Co

Senior Client Operations Associate Murray Resources

Senior Client Relationship Associate East West Bancorp Inc

Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)

Principal Associate, Process Manager - Client Engagement & Issue Resolution Capital One

Latin America Private Bank - Senior Client Service Associate JPMorgan Chase Bank, N.A.

Latin America Private Bank- Senior Client Service Associate (Portuguese speaking) JPMorgan Chase Bank, N.A.

Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLP

Senior Associate - Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLP

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